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Whittier Trust’s Banco Bradesco BBD Stock Holding History

Whittier Trust’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-460
Closed -$2K – 1257
2017
Q1 		$2K Buy
+460
New +$2.43K ﹤0.01% 1252
2013
Q3 		– Sell
-10,804
Closed -$55K – 1072
2013
Q2 		$55K Buy
+10,804
New +$66.9K ﹤0.01% 638

Other funds holding BBD

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Whittier Trust's BBD Position: Q2 2017 in Review

Whittier Trust sold out of Banco Bradesco (BBD) in Q2 2017, closing a stake of 460 shares — an estimated $2K sold.

Whittier Trust first reported a position in BBD in Q2 2013 and held it in 2 quarters. The position peaked at $55K in Q2 2013. 194 funds tracked by Wall St. Rank hold BBD as of Q2 2017.

  • Whittier Trust reported no remaining Banco Bradesco position as of Q2 2017 after selling out during the quarter.
  • Whittier Trust sold 460 Banco Bradesco shares in Q2 2017, an estimated $2K.
  • Whittier Trust first reported a position in Banco Bradesco in Q2 2013 and held it in 2 quarters.
  • Whittier Trust's Banco Bradesco position peaked at $55K in Q2 2013.
  • 194 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2017.

Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.